GoProposal Sales System

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Download your free GoProposal Sales System template to personalize and use in your bookkeeping or accounting firm.

This is the best practice sales process powered by GoProposal. This workflow is to be used in conjunction with GoProposal to go from prospect to close (e.g. Interest - Discovery - Priming - Proposal Meeting - Proposal - Follow-up - Sign-up).

Set the start date as the date of inbound inquiry (today) and the due date as 14 days later. The work assignee starts as the Admin.

This process assumes that marketing activity has been spawned from referral, inbound and outbound marketing activities. Once the lead is received (by Admin or BDM), a new piece of work from this process template is created.

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Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling